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December 01, 2015 10:40 PM ET

Capital Markets

Company Overview of F-Squared Investments, Inc.

Company Overview

F-Squared Investments, Inc. is a privately owned investment manager. The firm primarily provides its services to other investment advisers. It also caters to individuals, high net worth individuals, and pension and profit sharing plans. The firm provides index management services. It manages separate client-focused equity, fixed income, and multi-asset portfolios. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. It makes all its investments through exchange-traded funds. The firm invests in small-cap stocks of companies across diversified sectors. For the fixed income portion of its portfolio, it invests in diversified portfolios inclu...

80 William Street

Suite 400

Wellesley, MA 02481

United States

Founded in 2008





Key Executives for F-Squared Investments, Inc.

Chief Executive Officer, Member of Board of Managers, Member of Advisory Board, Chair of Nominating and Governance Committee, and Member of Index Investment Committee
Co-Founder, Director of Business Development, Vice Chairman, Board Member, Co-Chairman of Investment Committee, and Member of Advisory Committee
Age: 69
Managing Director of Quantitative Analysis and Member of Investment Committee
Age: 55
Managing Director, Chief Financial Officer, and Chief Operating Officer
Managing Director, Chief Compliance Officer, and Counsel
Compensation as of Fiscal Year 2015.

F-Squared Investments, Inc. Key Developments

F-Squared Reportedly Up For Sale

F-Squared Investments, Inc. is reportedly up for sale. PL Advisors has reportedly been hired to look for buyers. A spokesman for F-Squared declined to comment. A representative for PL Advisors could not be reached.

F-Squared Resolves Investigation with SEC

F-Squared Investments announced a resolution of the previously disclosed U.S. Securities and Exchange Commission (SEC) investigation. The Settlement Order is focused on the firm’s marketing and advertising of historical index performance data, for the period 2001 – 2008. F-Squared will pay a $5 million civil penalty and disgorge $30 million in profits to resolve the case. F-Squared has also agreed to retain the services of an independent compliance consultant it voluntarily hired at the beginning of 2014 for an additional nine months.

F-Squared Investments Announces Executive Changes

F-Squared Investments announced the appointment of Laura Dagan as Chief Executive Officer. Dagan was an early investor in F-Squared and has been a member of the firm's Board of Managers since November 2011. She succeeds Howard Present, who announced his decision to leave the firm. Dagan brings significant executive leadership, investment and governance experience to her new role. She previously served as Chairman, and prior to that CEO, of Dwight Asset Management Company. As CEO of F-Squared, Dagan will lead an innovative, $28 billion investment advisory firm with more than 170 professionals. Dagan will also serve as co-chair of the firm's investment committee with Richard Weed, Managing Director, Investments.

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